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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

541 hedge funds and large institutions have $5.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

53% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 160

5% more funds holding

Funds holding: 516 → 541 (+25)

2% more capital invested

Capital invested by funds: $4.95B → $5.03B (+$81.2M)

1.54% less ownership

Funds ownership: 78.64% → 77.1% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 29 → 27 (-2)

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
7.13%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.36%
New
76
Increased
244
Reduced
160
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$59.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$30.2M
3
Nomura Asset Management
Nomura Asset Management
Japan
+$28.7M
4
NL
NEPC LLC
Massachusetts
+$24.9M
5
AssetMark Inc
AssetMark Inc
California
+$24.1M

Top Sellers

1
BI
Bramshill Investments
Florida
-$290M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$42.6M
3
JSTA
Japan Science & Technology Agency
Japan
-$26.7M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$22.6M
5
NIM
NEOS Investment Management
Connecticut
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FT
401
Fiduciary Trust
Massachusetts
$270K – – –
NL
402
NDWM LLC
California
$270K +$516 +12 +0.2%
CAS
403
Coppell Advisory Solutions
Texas
$270K -$29.9K -695 -10%
PA
404
Prossimo Advisors
California
$268K +$34.8K +809 +15%
BRWA
405
B. Riley Wealth Advisors
Florida
$266K -$143K -3,338 -35%
Millennium Management
406
Millennium Management
New York
$265K -$19.6K -457 -7%
SCM
407
Saxony Capital Management
Missouri
$264K +$1.07K +25 +0.4%
VA
408
Valmark Advisers
Ohio
$264K -$293K -6,812 -52%
PA
409
Procyon Advisors
Connecticut
$263K -$30.9K -718 -10%
CT
410
Colonial Trust
South Carolina
$263K -$23.1K -538 -8%
BFWM
411
Bright Futures Wealth Management
New York
$261K -$77.2K -1,796 -23%
AA
412
AlphaCentric Advisors
Puerto Rico
$254K +$16.3K +380 +7%
CCIA
413
Cherry Creek Investment Advisors
Colorado
$254K +$7.09K +165 +3%
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$253K -$157K -3,653 -38%
CWM
415
Cabot Wealth Management
Massachusetts
$250K -$473 -11 -0.2%
RA
416
RFG Advisory
Alabama
$250K +$38.9K +905 +18%
SAI
417
Savvy Advisors Inc
New York
$249K +$251K +5,847 New
EGA
418
Eagle Global Advisors
Texas
$245K +$47.3K +1,100 +24%
DIA
419
Dana Investment Advisors
Wisconsin
$244K +$246K +5,717 New
WS
420
Wedbush Securities
California
$237K -$23K -536 -9%
FNWA
421
Financial Network Wealth Advisors
Utah
$237K -$638K -14,841 -73%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$230K -$57.7K -1,343 -20%
KSWA
423
Kathleen S. Wright Associates
Pennsylvania
$230K -$190K -4,430 -45%
FWA
424
FOCUS Wealth Advisors
Texas
$229K – – –
BWS
425
Broadway Wealth Solutions
Texas
$227K +$229K +5,321 New
15 16
17
18 19

SHYG Hedge Fund Activity: Q4 2024 in Review

541 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2024, worth a combined $5.03B — up 1.6% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SHYG positions and 37 closed out — a net gain of 39 holders — while 244 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $59.2M. The largest seller was Bramshill Investments, exiting entirely with an estimated $290M sold.

  • 541 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2024, up from 516 in Q3 2024.
  • Funds reported $5.03B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 76 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2024 and 37 closed out, a net change of +39 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2024 was BlackRock, an estimated $59.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2024 was Bramshill Investments, an estimated $290M sold.

Based on aggregated 13F filings for Q4 2024.